Marc Willden is a financial advisor at Mutual Advisors, LLC in Milwaukee, WI, with six years of industry experience. He holds a Series 65 designation and has previously worked at Wealth Partners Financial Services, LLC and Matrix Packaging Machinery, LLC. Outside of his advisory role, he serves on the board of The Sandstone Group, Inc., a manufacturer of food service equipment. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies supported by third-party tools and managers.

Jared Thompson is a financial advisor with Mutual Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at Valmark Advisers, Inc., Wealth Partners, and Valmark Securities, Inc. Thompson is also involved with Wealth Partners Financial, LLC, an entity managing compensation and vendor payments related to his advisory work. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection for a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a mix of active and passive strategies supported by third-party tools and combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets.